Treffert Family Foundation Inc
- Assets
- $0.0
- Revenue
- $2.2m
- Investments
- $6.2m
- Employees
- 0
- Location
- Brookfield, WI
- Founding
- 08/2007
- Data as of
- 11/2021
- EIN
- 20-3995376
Organization Overview
Treffert Family Foundation Inc is located in Brookfield, WI. The organization was established in 2007. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Treffert Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2021, Treffert Family Foundation Inc generated $2.2m in total revenue. All expenses for the organization totaled $61.1k during the year ending 11/2021.
Since 2015, Treffert Family Foundation Inc has awarded 16 individual grants totaling $2,380,200. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William T Treffert President/secretary | 0.5 | $0 | |
Selma P Treffert Vice-President/treasurer | 1 | $0 | |
Dawn Myers Director | 0.5 | $0 | |
Todd Treffert Director | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $2,038,863 |
| Interest on Savings | $156 |
| Dividends & Interest | $80,700 |
| Profit on Inventory Sales | $0 |
| Other Income | $21,698 |
| Total Revenue | $2,174,068 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Pension plans, employee benefits | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $61,140 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $61,140 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $476,219 |
| Investments—mortgage loans | $0 |
| Investments—other | $6,241,479 |
| Other assets | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
Grants Awarded
Over the last fiscal year, Treffert Family Foundation Inc has awarded $430,000 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
WISCONSIN LUTHERAN HIGH SCHOOL PURPOSE: CHARITABLE GIFTING | $100,000 |
WISCONSIN LUTHERAN COLLEGE PURPOSE: CHARITABLE GIFTING | $200,000 |
OUR SAVIOR LUTHERAN CHURCH PURPOSE: CHARITABLE GIFTING | $30,000 |
WINNEBAGO LUTHERAN ACADEMY PURPOSE: CHARITABLE GIFTING | $100,000 |